Themes Management Co’s ECARX Holdings ECX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$155K Buy
120,425
+17,800
+17% +$20.3K 0.1% 113
2026
Q1
$100K Buy
102,625
+31,801
+45% +$50.5K 0.06% 144
2025
Q4
$122K Buy
+70,824
New +$143K 0.09% 134

Other funds holding ECX

Themes Management Co's ECX Position: Q2 2026 in Review

Themes Management Co increased its ECARX Holdings (ECX) stake by 17% in Q2 2026, buying an estimated $20.3K and bringing the position to 120,425 shares worth $155K. The position accounts for 0.1% of the portfolio, ranked #113.

Themes Management Co first reported a position in ECX in Q4 2025 and has held it in 3 quarters since. 2 funds tracked by Wall St. Rank hold ECX as of Q2 2026.

  • Themes Management Co held 120,425 shares of ECARX Holdings worth $155K as of Q2 2026.
  • Themes Management Co bought 17,800 ECARX Holdings shares in Q2 2026, an estimated $20.3K.
  • ECARX Holdings made up 0.1% of Themes Management Co's portfolio in Q2 2026, its #113 holding.
  • Themes Management Co first reported a position in ECARX Holdings in Q4 2025 and has held it in 3 quarters since.
  • 2 funds tracked by Wall St. Rank held ECARX Holdings as of Q2 2026.

Based on Themes Management Co's 13F filing for Q2 2026, filed 21 Jul 2026.